18
CLAY MINERALS IN PETROLEUM RESERVOIR SANDS AND WATER SENSITIVITY EFFECTS C. G. DODD, F. R. CONLEY, AND P. M. BARNES Continental Oil Company ABSTRACT The ability of some petroleum reservoir sands to conduct oil is decreased by inter- action of the porous rock with water, usually water fresher than that coexisting with oil in rock interstices. Shales penetrated by drilling operations may swell upon inter- action with relatively fresh water drilling liquids. The question of the relation of specific clay mineral content to reservoir sand water sensitivity has not been investi- gated in detail by other workers, although bentonitic clays often have been considered responsible. A selection of 90 core samples from widely scattered American oil fields has been analyzed for clay mineral content. Reservoirs of known water sensitivity history and others where no such problem exists are represented by the samples. Modern X-ray diffraction techniques were employed to determine clay mineral types, lattice expanda- bility, and approximate amounts present. The main purpose was to test the hypothesis that there exists a direct relationship between content of 3-sheet, glycerol-expandable clay minerals and water-sensitive behavior. It was found that water sensitivity can be predicted with surprising accuracy by measuring the intensity of the X-ray diffraction peak of the glycerol-expanded basal plane spacing. Samples producing "moderate" or greater inter, sities of the glycerol- expanded peak were taken from sands that exhibited economically serious water- sensitive behavior. Large concentrations of nonexpandable kaolin, chlorite, and mica clay minerals did not produce serious water sensitivity effects in the absence of expandable minerals. A selection of samples from West Texas sands of Permian age were the only samples older than the Mesozoic found to contain expandable clay minerals.. These expanded anomalously, possibly as a result of interstratification. The characteristic clay mineral suite might be employed as a geological marker to identify the Yates and Queen sands over a wide geographical area in Pecos, Ward, and Winkler counties of West Texas. A possible mechanism of the swelling of clay particles lining reservoir rock pores is discussed in terms of osmotic and Donnan membrane effects as applied to intraparticle swelling. The swelling of expandable clay mineral particles upon contact with rela- tively fresh water is postulated as the most general cause of water sensitivity diffi- culties encountered in petroleum production operations. Swollen particles restrict flow in rock pores, and minute, expanded lamellae break away to be dispersed in water within a pore and restrict flow further when they lodge in pore constrictions. Non- expandable clay mineral grains do interact specifically with water but are incapable of swelling and disintegrating to the same degree as those grains containing expandable minerals. INTRODUCTION Any discussion of water sensitivity effects in petroleum reservoir sands encounters immediately a major difficulty in defining the problem precisely. In order to examine the role of clay minerals, let .us propose two limitations. 221

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Page 1: CLAY MINERALS IN PETROLEUM RESERVOIR SANDS AND …clays.org/journal/archive/volume 3/3-1-221.pdf · CLAY MINERALS IN PETROLEUM RESERVOIR SANDS AND WATER SENSITIVITY EFFECTS C. G

CLAY M I N E R A L S IN P E T R O L E U M R E S E R V O I R SANDS AND W A T E R S E N S I T I V I T Y E F F E C T S

C. G. DODD, F. R. CONLEY, AND P. M. BARNES

Continental Oil Company

A B S T R A C T

The ability of some petroleum reservoir sands to conduct oil is decreased by inter- action of the porous rock with water, usually water fresher than that coexisting with oil in rock interstices. Shales penetrated by drilling operations may swell upon inter- action with relatively fresh water drilling liquids. The question of the relation of specific clay mineral content to reservoir sand water sensitivity has not been investi- gated in detail by other workers, although bentonitic clays often have been considered responsible.

A selection of 90 core samples from widely scattered American oil fields has been analyzed for clay mineral content. Reservoirs of known water sensitivity history and others where no such problem exists a r e represented by the samples. Modern X-ray diffraction techniques were employed to determine clay mineral types, lattice expanda- bility, and approximate amounts present. The main purpose was to test the hypothesis that there exists a direct relationship between content of 3-sheet, glycerol-expandable clay minerals and water-sensitive behavior.

It was found that water sensitivity can be predicted with surprising accuracy by measuring the intensity of the X-ray diffraction peak of the glycerol-expanded basal plane spacing. Samples producing "moderate" or greater inter, sities of the glycerol- expanded peak were taken from sands that exhibited economically serious water- sensitive behavior. Large concentrations of nonexpandable kaolin, chlorite, and mica clay minerals did not produce serious water sensitivity effects in the absence of expandable minerals.

A selection of samples from West Texas sands of Permian age were the only samples older than the Mesozoic found to contain expandable clay minerals.. These expanded anomalously, possibly as a result of interstratification. The characteristic clay mineral suite might be employed as a geological marker to identify the Yates and Queen sands over a wide geographical area in Pecos, Ward, and Winkler counties of West Texas.

A possible mechanism of the swelling of clay particles lining reservoir rock pores is discussed in terms of osmotic and Donnan membrane effects as applied to intraparticle swelling. The swelling of expandable clay mineral particles upon contact with rela- tively fresh water is postulated as the most general cause of water sensitivity diffi- culties encountered in petroleum production operations. Swollen particles restrict flow in rock pores, and minute, expanded lamellae break away to be dispersed in water within a pore and restrict flow further when they lodge in pore constrictions. Non- expandable clay mineral grains do interact specifically with water but are incapable of swelling and disintegrating to the same degree as those grains containing expandable minerals.

I N T R O D U C T I O N

A n y discuss ion o f w a t e r sens i t iv i ty effects in p e t r o l e u m r e s e r v o i r sands encoun te r s immed ia t e ly a m a j o r difficulty in def in ing the p r o b l e m precise ly . I n o r d e r to e x a m i n e the ro le o f clay minera l s , le t .us p ropose t w o l imita t ions .

221

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2~ ~-. CLAY MINERALS IN PETROLEUM RESERVOIR SANDS

First, let us confine our attention to sandy sediments such as sandstones, shaly sands, shales, conglomerates, and poorly consolidated sands, but eliminate all types of relatively massive calcareous rocks such as dolomites and limestones. Next, let us differentiate between phenomena of a more physical or mechanical nature such as "relative permeability" water blocks caused by high water saturations that result in low permeability to oil. The water sensitivity problems remaining generally are believed to be the result of the specific interaction of water, usually relatively fresh water, with components of the sandy sediments. Most workers in the field blame "clays" for the difficulties, but efforts to relate water sensitivity effects to specific clay minerals have been few and not too successful. One of the reasons for the confusion that exists is the development only very recently of more reliable means of identifying small concentrations of clay minerals in com- plex natural sediments, usually of marine origin. Identification procedures are still being improved, especially for minerals such as chlorites and ver- miculites that have received less attention in the past. I t is our purpose to determine if currently available identification methods permit us to predict the wa te r sensitivity tendencies of reservoir rocks. Can we develop rela- tively simple criteria that will allow us to recognize reservoir sands wherein the degree of water sensitivity will be severe enough to justify, on an eco- nomic basis, the application of moderately expensive corrective measures ?

In considering this problem, we have attempted to set up some simple assumptions as a basis for experimental study. We assume that w a t e r sensitivity in a petroleum reservoir sand, keeping in mind the limitations set forth in the first paragraph, is a function of the concentration of ex- pandable three-sheet clay minerals in the sand. The most common such minerals are members of the montmorillonite group. We propose to de- termine expandability by X-ray diffraction measurement of the basal plane spacing before and after treatment with glycerol. There is no intention to imply here that whenever a trace of glycerol-expandable three-sheet clay mineral is found in the separated fine fraction of a reservoir sand this formation will demonstrate serious water sensitivity effects. Rather it is our intention to determine a certain critical intensity of the basal plane X-ray diffraction reflection, af ter treatment of the fine fraction with glycerol, which intensity corresponds to the maximum amount of glycerol- expandable, three-sheet mineral that can be tolerated from an economic point of view. In other words, the degree of water sensitivity varies with the concentration of expandable clay minerals.*

In addition to the amount of glycerol-expandable clay mineral present, the location and distribution of such clays in the reservoir rock are of ut- most importance with respect to their effect on petroleum production. First

* For purposes of this discussion in which we are dealing with marine sediments, it is permissible to drop the restriction of "three-sheet" expandable clay minerals. The only known expandable two-sheet clay mineral is hydrated halloysite, but its occurrence in marine sediments has not been reported (Grim, 1953, pp. 349 and 357) and is considered unlikely.

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C. G. DODD, F. R. CONLEY, AND P. M. BARNES 223

it is necessary that the clay particles occur at points along the interconnected rock pore system where they can come in contact with reservoir fluids in order to affect the water-sensitive behavior. Clays held within the noncon- nected or impermeable portions of rocks are incapable of interacting with water. Second, it has been found that moderately large amounts of clays may not appreciably affect over-all water sensitivity if located only along shale streaks. Such streaks are more or less impermeable to water, but oil and water can move readily through the surrounding relatively clean sand. These considerations suggest the desirability of critical examination of reservoir rock samples submitted for analysis. Finally, in considering the grosser aspects of clay mineral distribution throughout a petroleum reser- voir, it occasionally is noted that the expandable clay minerals are located only in isolated and relatively small volumetric portions of the producing sand. I f such ts the case, it may be economically expedient to ignore any water sensitivity problems connected only with these portion s . These con- siderations do, nevertheless, emphasize the need for adequate sampling of the entire reservoir volume whenever this is possible.

E X P E R I M E N T A L

Procedures

All rock samples analyzed were cut from cores, except those obtained from cuttings during drilling operations. Most of the cores were cleaned by extraction with toluene, but this operation did not measurably affect the amounts or distributions of clay minerals found. The samples were crushed gently, to avoid grinding quartz grains, and screened through a 325-mesh screen. The fines were suspended in water and smeared on a three- by one-inch microscope slide to form a thin strip down the center about ~-inch wide. I f the particles were preferentially oil wet, the smear was made with alcohol. The size of the smear was determined by the optimum geometry of the General Electric X-ray spectrogoniometer. Sample smears prepared for heat treatment at 550 ~ C were made on Pyrex glass slides. For such samples, the uniform use of isopropyl alcohol in preparing the smear generally eliminated excessive cracking and flaking of the dried fihn during heat treatment. All of the smears were prepared from sufficiently dilute suspensions so that marked basal plane orientation of particles in the dried film was obtained. Samples employed for measurement of glycerol expand- ability were treated with 4 to 5 drops of a 10 percent solution of glycerol in methyl alcohol. X-ray diffraction patterns of the latter samples were made as soon as the surfaces of the smears appeared to be dry. The troublesome background caused by scattering from excess liquid glycerol was avoided. Complete saturation of a smear with glycerol was observed to occur within minutes as judged by uniform attainment of the 17.7 Angstrom spacing for those samples containing montmorillonoids.

Semiquantitative determinations of clay mineral content of the samples

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224 CLAY MINERALS IN PETROLEUM RESERVOIR SANDS

were obtained by measurements of the heights of selected diffraction peaks. Results were reported in terms of the peak intensities as "trace," "weak," "moderate," "strong," and "very strong," abbreviated as "T," "W," "M," "S," and "VS," respectively. Expandable clay mineral content was de- termined by the height of the 17.7 A peak (except for the Permian Basin samples) on samples treated with glycerol. The mica clay mineral content was measured at the 10 A peak. Chlorite minerals were determined on X-ray patterns of samples previously heated to 550 ~ C for about 4 hours followed by cooling to room temperature in the laboratory atmosphere. The intensity of the peak at 13.6 to 14.0 A was measured. Clay minerals of the kaolin group were determined by the intensity of the diffraction peak at 7 A together with observation of the obliteration of this peak by heat treatment.t A 7 A reflection that persisted after heat treatment was attributed to chlorites, but estimation of the chlorite content was made only at the 14 A peak (Brindley and Robinson, 1951, p. 188). In addition to the above minerals, the presence of hydrobiotites, as indicated by a basal. spacing of 11.4 to 12.1 A (Walker, 1951, pp. 21.2-215), was noted in some samples; but no measurements were reported.

In order to make an approximate conversion of X-ray diffraction peak intensities to content of specific clay minerals, a series of known mixtures of Wyoming "bentonite" (montmorillonite), Florida kaolin, and iUite from a Pennsylvanian shale, together with finely divided quartz and calcite were mixed by grinding in a mortar and tumbling on a set of ball-mill rollers. X-ray diffraction patterns were determined in the same manner as for the unknowns. Results of the calibration experiments in terms of percentage content of clay mineral versus observed diffraction intensity are presented in Table I. It is of interest to note that a rated "moderate" content of expandable clay mineral was obtained with only 5 percent of Wyoming montmorillonite, whereas 5 percent of illite produced only a "weak" rating of mica clay mineral content and 5 percent of kaolin only a "trace" rating. Calibrations such as these are presented only to indicate approximate con- centrations of clay ininerals. Variations in the degree of crystallinity, kind of isomorphous substitution, degree of hydration, and peak shape would alter appreciably the quantitative relationship between clay mineral content and observed X-ray intensity. No calibrations were made for the content of chlorite clay minerals because identified samples were not available.

Water-sensitive behavior of the reservoir samples was measured in the laboratory by comparing the air and (distilled, sterilized, and filtered) water permeabilities of laboratory test plugs cut from core samples at points ad- jacent to those from which the clay samples were taken. If the measured water permeability of a plug was approximately 60 percent or more of the dry air permeability, the sample was not considered to be water sensitive.

"[" If chlorites and kaolin minerals were present in the same sample, this procedure would lead to slightly high estimations of kaolin content, but the difference would be unimportant for the purpose of this work.

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C. G. DODD, F. R. CONLEY, AND P. M. BARNES 225

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226 CLAY MINERALS IN PETROLEUM RESERVOIR SANDS

Brine permeabilities invariably were higher than distilled water perme- abilities for water-sensitive rocks. In addition to water permeability meas- urements, a few of the laboratory results were based on observations of the degree of disintegration of the plugs after submersion overnight in a beaker of distilled water.

Results

Determinations of clay mineral content have been completed on samples of about 125 subsurface sediments, of which 90 are reported in Table II. Together with the laboratory code number, the geological age of the forma- tion and the geographical location (usually state) for the well from which the sample was obtained are listed in columns 2 and 3. In columns 4 through 7 are presented the clay mineral contents in terms of the observed intensities of the significant basal plane X-ray diffraction peaks.

In order to test the simple hypothesis that significant water sensitivity is related directly to expandable clay mineral content, it is necessary to compare the clay mineral analyses with independent observations of the water-sensitive behavior of the rock sample or reservoir under study. In- formation concerning the water sensitivity of the subject formation is summarized in column 8, based either on laboratory or field data, and some- times on both. These data are expressed in terms of negative, positive, or questionable water sensitivity. Additional information presented in the last column of the table is intended to amplify, for each sample, the abbreviated nature of the results in columns 4 through 8 and especially the nature of field observations of water sensitivity.

Careful study of the results presented in Table II suggests that the con- centration of glycerol-expandable three-sheet clay minerals that will not lead to economically serious water-sensitive behavior corresponds to "weak" or lower intensities of the 17.7 A X-ray diffraction peak obtained with the glycerol-treated samples. This permits us to draw the line between "weak" and "moderate" intensities, or, in other words, to predict that economically serious Water-sensitive behavior will be observed in the field if "moderate" or greater intensities of the 17.7 .A_ line are measured on diffraction patterns of samples prepared and measured in the manner described above. Appli- cation of this criterion to the data in Table II yields a surprisingly high percentage of correct predictions. Of the 90 samples, predicted water- sensitive behavior is in complete agreement with that observed for 77. Of the other 13 samples, indicated by question marks in column 8 of Table II, the extent of disagreement between prediction and observation is generally slight and only a matter of degree. In some cases, it may be explained on the basis of inadequate sampling. In other cases, the clay was present only in shale streaks but not disseminated throughout the rock sufficiently to affect field performance. In general, the results amply justify the assump- tion that glycerol-expandable clay minerals are responsible for water sensi- tivity effects if the limitations outlined in the Introduction are kept in mind.

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232 CLAY MINERALS IN PETROLEUM RESERVOIR SANDS

An unexpected result of this study was the behavior upon glycerol treat- ment of clays from all of the reservoir rock samples from the Yates and Queen sands of Permian age from Pecos, Ward, and Winkler counties in West Texas. Before treatment with glycerol or heat, the clay minerals in these Permian sediments exhibited strong basal plane spacings of 13.4 to 14.5 A with a generally diffuse background. After heat treatment at 550 ~ C followed by cooling to room temperature, spacings of 11.8 to 12.2 A, often with an 8.5 A peak and less frequently with a more or less diffuse 14 A spacing, were observed. On a few samples the 12 A peak was weak or very diffuse. After glycerol treatment, all the samples exhibited sharpened diffraction maxima at 15.8 to 16.2 A together with other peaks at about 12.7, I1.2, 9.0, 8.0, and 7.0 A. In addition, all diffraction patterns had 10 A peaks regardless of pretreatment. Clay minerals having these prop- erties may not be unique, but they have not been specifically reported in the literature, to our knowledge.

It is of interest to note that these samples of Permian age were the oldest sediments tested that contained glycerol-expandable clay minerals. The fact that expansion did occur upon treatment with glycerol was considered evidence that water-sensitive behavior should occur in the field, as, indeed, it does.

DISCUSSION

Water Sensitivity Predictions Based on Glycerol Expandability

The surprising accuracy of water sensitivity predictions made on the basis of glycerol-expandable clay mineral content supports the generally accepted concept that "bentonites" are responsible for water sensitivity problems (bentonite rocks usually contain expandable montmorillonoid minerals). Other workers (Fancher, Lewis, and Barnes, 1933; p. 141; Johnston and Beeson, 1945; Hughes and Pfister, 1947; Nahin et al., 1951, pp. 155-157; Nowak and Krueger, 1951, pp. 165-168; and Muskat, 1949, pp. 139-142) have emphasized the importance of using brines rather than fresh water in waterflooding operations. These investigators imply that the swelling and hydration of clays are responsible for most of the diffi- culties involved in producing water-sensitive pay zones, although Bertness (1953) considers other factors more important. No other workers have stated specifically which clay minerals in a given formation are responsible for the observed water sensitivity. Cardwell (1954) has stated that it is impossible to state whether or not a given clay will "swell" short of making an actual swelling test. He stated, furthermore, that, "lattice expanding ability as observed in the usual X-ray test is not directly related to macro- scopic swelling ability ; and swelling ability cannot be predicted from such an X-ray test" (1954, Abstract). He implied that these conclusions applied to water sensitivity properties of clays in reservoir rocks also. The results ob- tained in our work are in complete disagreement with Cardwell's implica- tions, as applied to reservoir problems. Inasmuch as he was concerned only

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C. G. DODD, F. R. CONLEY, AND P. M. BARNES 233

with interparticle but not intraparticle swelling, it is our belief that his conclusions should be limited to evaluations of clays for use in drilling muds and the like.

There are very few published data with which to compare the present results. A comparison of laboratory measurements of air, water, and brine permeabilities with bentonite contents of Wyoming reservoir rock core samples (Baptist et al., 1952, Tables III and IV) is in general agreement with our results if we assume the bentonites to be glycerol-expandable clay minerals. In a later paper, Baptist and Sweeney (1954) presented com- parisons of air and water permeabilities for reservoir rock samples from three fields in Wyoming. All of Baptist and Sweeney's data were consistent with those presented in this paper, when considered from the standpoint of degree of serious economic water sensitivity. They emphasized one additional point concerning the importance of the absolute permeability of a reservoir rock, i.e., the lower this permeability the greater the effect of contained clay minerals on water sensitivity (aside from gas slippage effects). Rocks characterized by low fluid permeabilities generally possess a fine pore structure that can be more or less completely plugged by swollen clay particles. Rocks of higher permeabilities can tolerate higher concen- trations of expandable clays before exhibiting serious water-sensitive behavior.

Mechanism of Clcry Swelling in Reservoir Rocks

It is important to differentiate between interparticle and intraparticle effects in this discussion. In general it is the interparticle phenomena such as those observed when a semipermeable membrane, impermeable to sus- pended clay particles, is interposed between a clay sol and aqueous solution, that are referred to when osmotic pressures, Donnan membrane effects, membrane potentials, and swelling pressures are discussed. It is also cor- rect to consider that Donnan membrane effects occur in other systems that do not include a semipermeable membrane as such but do consist of colloidal particles or a gel that restrains the diffusion of anions or cations to the outer solution (Marshall, 1949, pp. 133-134 and 162). Interstitial, ex- pandable clay particles consisting of negatively charged layer lattice units of molecular thickness constitute such a system. The expandable layers permit entrance of water and exchange of cations with the solution, but solution anions are repelled. In view of the remarkable correlation we have found between water sensitivity effects and expandable clay mineral con- tent, it appears reasonable to postulate that the swelling of such particles upon contact with fresh water is the most general cause of water sensi- tivity difficulties encountered in petroleum production operations. I f the particles swell sufficiently so that portions break away and actually are dispersed in the water within a pore, flow of fluids through the pore is re- duced further whenever the dispersed portions lodge in pore constrictions.

We have found that the nonexpandable clay minerals such as kaolins,

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234 CLAY MINERALS IN PETROLEUM RESERVOIR SANDS

chlorites, and micas do not exhibit water-sensitive behavior to the extent the expandable minerals do. These results are more reasonable in terms of the concept discussed above. First, the nonexpandable clay particles do not swell so as to restrict rock pores. Second, although the nouexpandable clays Can be dispersed in water to form stable suspensions or sols, smaller portions of the particles lining pore walls are not separated as readily as in the case of expandable minerals. Thus, fewer dispersed particles are available to plug pore constrictions. Finally, we have found, and other workers have reported, that reduced permeabilities of reservoir rock caused by flowing fresh water can be reversibly increased by flowing brines; and the cycle can be repeated many times. Experiments of this sort have been performed both in the laboratory (Muskat, 1949, pp. 141-142) and in the field (Hughes and Pfister, 1947, pp. 194-196). Such reversibility would not be expected if dispersed clay particles rather than swollen grains lining pores were largely responsible for the reduced permeability to fresh water.

Glycerol Expandability of Clays in West Texas Permian Sediments

With the exception of reservoir rock samples from the Yates and Queen sands of Permian age in West Texas, all the clay samples that expanded measurably upon treatment with glycerol expanded to 17.7 A_, within the experimental error of the diffraction data. We experienced no apparent difficulty in attaining such expansions within a few minutes after treatment according to the procedure outlined in the experimental section. Other laboratory studies did show some inconsistencies in the glycerol expansion of specially prepared monoionic-saturated (particularly potassium-satu- rated) montmorillonites, but we found no evidence of such behavior in the marine sediments in reservoir rock. On the other hand, the X-ray diffrac- tion patterns (described above) of the Yates sand samples and one sample from the Queen sand, were unique, reproducible on different portions of the same sample, and uniform over a wide geographical area of West Texas embracing Pecos, Ward, and Winkler counties.

Analysis of the diffraction data obtained with untreated, heat-treated, and glycerol-treated samples of clays from the Yates and Queen sands indicates the possibility of interstratification of montmorillonoid and chlorite layers and, to a lesser extent, of montmorillonoid and illite layers. Possibly inter- stratification of all three types of layers occurs. Although Grim (1953, p. 28) has stated that the chlorites are the only known examples of clay minerals with regular ordered interstratification, we have found that the observed diffraction effects of the Yates and Queen samples can be ex- plained on .the basis of a regular interstratification (Brown and MacEwan, 1951, pp. 266 and 267) of montmorillonoid and chlorite layers in propor- tions of from 3 : 2 to 1 : 1. Additional diffraction peaks would be accounted for by the presence of micas or hydrous micas mixed with the interstratified material. The degree of regularity of interstratification and the kinds of interstratified layers appear to vary somewhat with the different samples,

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C. G. DODD, F. R. CONLEY, AND P. M. BAI~NES 235

but the essential nature of the clay mineral suite appears quite uniform. This explanation would require the presence of montmorillonoids in sedi- ments older than the Mesozoic, although Grim (1953, p. 356) has found montmorillonite generally absent in older rocks.

An alternative but less tenable explanation of the unusual 16 A diffraction peaks observed with the glycerol-treated samples requires the simultaneous presence of watei" and glycerol layers in a vermiculite having somewhat different isomorphous lattice substitutions and expansion properties than the vermiculite samples described by Walker (1951, p. 204) and Barshad (1950, p. 231). A layer of glycerol molecules having a thickness of 4.15 A (1V[acEwan, 1948, p. 363) added to the interlayer space of partially dehy- drated vermiculite (Walker, 1951, pp. 205-208) would increase the basal plane spacing from 11.8 to 16.0 A. A recent determination of the structure of partially dehydrated magnesium vermiculite (Mathieson and Walker, 1954) reveals the sole interlayer sheet of water molecules to be bound more tightly to one silicate layer than the opposite; thus a glycerol layer inter- posed between the water and the more weakly bound silicate layer is not unreasonable. On the other hand, the supplemental observation that the samples heated to 550 ~ C exhibited basal plane spacings of 11.8 to 12.2 A would indicate a type of vermiculite to be present that would not lose its last layer of water at this temperature. The magnesium vermiculite studied by Barshad (1952, p. 177) was collapsed to an interlayer spacing of 10.0 A by dehydration of 410 ~ C and to 9.4 A at 610 ~ C. Possibly a more telling argument against the vermiculite explanation is the difficulty of accounting for the additional diffraction peaks observed with the glycerol-treated sample;.

Occurrence of Montmorillonoids in Ancient Sediments

Grim (1953, pp. 356-357 and 361-362) has emphasized the general lack of occurrence of montmorillonite in sediments older than the Mesozoic. A review of our results given in Table II confirms the general absence of "moderate" concentrations of expandable minerals in Paleozoic rocks with the exception of the Permian Yates and Queen sands. It would not be surprising if further investigations reveal that all expandable, three-sheet clay minerals in Paleozoic rocks have undergone some type of compaction, dehydration, or interstratification. The Ordovician metabentonites of Penn- sylvania and Illinois are examples of this trend. Whether or not partially compacted montmorillonoids would be responsible for water sensitivity diffi- culties in petroleum reservoir rocks would depend on the amounts present and the remaining expandability following alteration, as well as the factors discussed in the Introduction.

The wide occurrence of the same types of clay minerals in the Yates sands over wide geographical areas of three West Texas counties is a good example of the potential usefulness of clays as geological markers for

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236 CLAY MINERALS IN PETROLEUM RESERVOIR SANDS

purposes of stratigraphic correlation. X-ray diffraction analytical tech- niques might profitably be applied more widely in mineral exploration programs.

CONCLUSIONS

The results of 90 X-ray diffraction analyses of clay samples from pe- troleum reservoir sands have confirmed the assumption that there exists a relation between the concentration of expandable three-sheet clay minerals in sandy sediments and the degree of water-sensitive behavior exhibited by the sands during petroleum production operations. (Water sensitivity effects for the purposes of this paper have been limited to those phenombna in sandy sediments that are the result of the specific interaction of water with rock material.) We have found with few exceptions that serious water-sensitive behavior in a given sand, from an economic point of view, occurs whenever the standardized X-ray diffraction peak intensity of the basal plane spacing after treatment with glycerol exhibits a "moderate" rating or higher. Thus, a comparatively simple criterion is available for predicting water-sensitive behavior in a reservoir sand.

In the absence of glycerol-expandable, three-sheet clay minerals, it has been found that large concentrations of nonexpandable kaolin, chlorite, and mica clay minerals in reservoir sands do not lead to economically serious water sensitivity effects. These nonexpandable clay minerals do interact specifically with water, but the degree of the observed effects is appreciably less than that observed when expandable minerals are present in "moderate" or greater concentrations. The results of this paper are in disagreement with those of Cardwell (1954), who concludes that X-ray and other physi- cal tests are of no utility for predicting water sensitivity effects.

We have found that certain Permian sediments occurring over a wide geographical area of West Texas in Pecos, Ward, and Winkler counties contain a similar clay mineral suite, among which are minerals that exhibit somewhat anomalous expansion of the basal plane spacing to about 16 A after treatment with glycerol. We think that these clays contain interstrati- fled montmorillonoid and chlorite layers, or, less likely, an unusual type of vermiculite. These minerals should be useful as geological markers and suggest the more general application of clay mineral analyses in mineral exploration. In general, the expandable clay minerals found in subsurface sediments occur in formations younger than those of the Paleozoic era. Those found in Permian rocks may be somewhat compacted and partially dehydrated.

The difference between interparticle and intraparticle swelling phenomena in clay mineral-water systems has been emphasized. We have postulated that the water-sensitive behavior of reservoir rocks is generally related to intraparticle osmotic and Donnan membrane effects in clay mineral grains lining reservoir rock pores. The ultimate crystallite lameUae act as semi- permeable membranes that repel anions and restrict water entry between

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C. G. DODD, F. R. CONLEY, AND P. M. BARNES 237

layers. Nonexpandable clay mineral grains are incapable of swelling to the extent that particles containing expandable minerals do. Neither are minute portions of the layers of nonexpandable grains dispersed as readily in the water within rock pores, but grain swelling apparently is more im- portant because flow restriction is reversible with change in the salt content of the flowing water. T h e basal plane expandability of glycerol-saturated clay mineral crystals may not be a completely satisfactory measure of the water sensitivity tendencies of reservoir rock, but it appears to be the best tool we have at this time.

A C K N O W L E D G M E N T

The authors are indebted to the management of Continental Oil Company for permission to publish the results of this study. W e wish, also, to ex- press our appreciation to the following individuals and companies whose co-operation in obtaining samples made this report possible: Donald T. May, Ryder Scott Company Petroleum Engineers; Kar l H. Schmidt, Pe- troleum Service Company; J. M. Robinson, Earlougher Engineering; A. E. Patterson, Rotary Engineers Laboratories; and G. L. Gates, Petroleum and Natural Gas Division, Federal Bureau of Mines. Frank H. Meyer made a number of the X-ray diffraction analyses reported herein.

R E F E R E N C E S

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Baptist, O. C., and Sweeney, S. A. (1954) The effect of clays on the permeability of reservoir sands to waters of different saline contents: Pacific Coast Regional Conference on Clays and Clay Technology, June 25-26, 1954, Berkeley, California, this volume, p. 505.

Barshad, I. (1950) The effect of the interlayer cations on the expansion of the mica type of crystal lattice: Am. Mineral., vol. 35, pp. 225-238.

Barshad, I. (1952) Factors affectbrg the interlayer expansion of vermiculite and mont- moriltonite with organic substances: Soil Science Proc., vol. 16, pp. 176-182.

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Brindley, G. W., and Robinson, K. (1951) The chlorite minerals. Chap. VI: Min- eralogical Society of Great Britain Monograph, London, pp. 173-198.

Brown, G., and MacEwan, D. M. C. (1951) X-ray diffraction by structures zvith random interstratification. Chap. XI: Mineralogical Society of Great Britain Monograph, London, pp. 266-284.

Cardwell, W. T., Jr. (1954) Swelling clay identification: Pacific Coast Regional Con- ference on Clays and Clay Technology, June 25-26, 1954, Berkeley, California, this volume, p. 482.

Collingwood, D. M., and Bethancourt, R. J. (1953) Waterftooding in North Govern- ment Wells Field, Dural County, Texas: Trans. A.I.M.E., vol. 198, pp. 157-164.

Faneher, G. H., Lewis, J. A., and Barnes, K. B. (193.3) Some physical characteristics of oil sands: Min. Ind. Expt. Sta.. Bulletin 12, Penn. State College, pp. 65-171.

Foster, M. D. (1953) Geochemical studies of clay minerals. II. Relation between ionic substitution and swelling in montmorillonites: Am. Mineral., vol. 38, pp. 994-1006.

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238 CLAY MINERALS IN" PETROLEUM RESERVOIR SANDS

Grim, R. E. (1953) Clay mineralogy: New York, McGraw-Hill, 384 pp. Hughes, R. V., and Pfister, R. J. (1947) Advantages of brines in secondary recovery

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A.I.M.E., vol. 160, pp. 43-55. MacEwan, D. M. C. (1948) Complexes of clays with organic compounds. I. Complex

formation between montmorillonite and halloysite and certain organic liquids: Trans. Faraday Soc., vol. 44, pp. 349-367.

Marshall, C. E. (1949) Colloid chemistry of the silicate minerals: New York, Academic Press, 195 pp.

Mathieson, A. McL., and Walker, G. F. (1954) The crystal structure of normal and partlally-dehydrated Mg-vermiculite: Acta Crystallographica, vol. 7 (abstract), pp. 631-632.

Muskat, 1VL (1949) Physical principles of oil production: New York, McGraw-Hill, 922 pp.

Nahin, P. G., Merrill, W. C., Grenall, A., and Crog, R. S. (1951) Mineralogical studies of California oil-bearing formations: Trans. A.I.M.E., vol. 192, pp. 151-158.

Nowak, T. J., and Krueger, R. F. (1951) Effect of mud filtrates and mud particles upon the permeabilities of cores: A.P.I. Drilling and Production Practice, pp. 164-181.

Walker, G. F. (1951) Vermiculites and some related mixed-layer minerals. Chap. VII: Mineralogical Society of Great Britain Monograph, London, pp. 199-223.